Blog
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Recent Ruling Elevates Privacy of Holdings in Massachusetts Trusts
AAFCPAs and AAF Wealth Management would like to make clients aware of a recent ruling that makes Massachusetts an attractive jurisdiction for clients looking to create a trust for future generations while still keeping its holdings private. This could be especially beneficial for older generations looking to create a trust for younger generations without disclosing […]
Making the Shift from Static to Dynamic Budgeting
During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Business Process & IT Consulting leaders Robyn Leet and Dawn M. Pantano, CPA, CITP updated 400+ CFO and Executive Director attendees on ways nonprofit budgeting software can save time, enhance collaboration, boost decision making year-round, and significantly improve productivity. The full session was recorded and may be viewed […]
Carla McCall named Vice Chair of AICPA
Carla McCall, managing partner of AAFCPAs in Westborough, has been named vice chair of the board for the American Institute of Certified Public Accountants. McCall has also been awarded as one of the 2023 Most Powerful Women in Accounting, jointly administered by the AICPA and CPA Practice Advisor. McCall holds a bachelor’s degree in accounting […]
Staying Ahead of Healthcare Reimbursement Reforms
As you may know, the nation’s healthcare reimbursement model is pivoting from one that incentivizes the number of visits provided to one that rewards health outcomes of patient populations instead. While some payors have already made this switch, we are seeing a significant trend in the marketplace for public and private payors to shift reimbursement […]
Carla McCall To Keynote UNO School of Accounting’s 12th Annual Speakers Series
AAFCPAs Managing Partner Carla McCall, CPA, CGMA has been invited as keynote speaker for the UNO School of Accounting’s 12th Annual Speakers Series being held in Omaha, NE on Friday, September 15, 2023. This powerful and inspirational session is set to focus on the significant transformations and opportunities within the accounting space. Presenters take the […]
Richard Weiner, CPA, MST Earns CM&AA Designation
AAFCPAs is pleased to announce that Richard Weiner, CPA, MST, Tax Partner has earned the Certified Merger & Acquisition Advisor® (CM&AA) designation issued by the Alliance of Merger and Acquisition Advisors. Certification is granted following the successful completion of coursework and is only maintained through mandatory continuing professional education (CPE) and development activities. Achievement of […]
Nonprofits Can Transfer, Claim Direct Payments for Inflation Reduction Act Credits
The Inflation Reduction Act (the “Act”), originally signed into law on August 16, 2022, outlined a proposal that allowed certain non-taxable entities to receive specific credits under the Act as direct payments. On June 14, 2023, the IRS issued proposed regulations that outline how these non-taxable organizations can file and make an election to either […]
UFR Insights: AAFCPAs Presents Webinar for Providers’ Council
AAFCPAs’ Human & Social Services practice leaders Katie Belanger, CPA and Thomas Perruna, MPAc have been invited to present on August 30, 2023 at 10 AM on the Commonwealth of Massachusetts’ Uniform Financial Statement (UFR) during an educational member’s only webinar hosted by the Providers’ Council. AAFCPAs contacts who are not members of the Providers’ […]
2023 Red Sox Game
Let’s go Red Sox! This past Friday, AAFCPAs spent the evening at Fenway Park! #Gratitude for everyone who was able to make it!! #aafcpasfun #greatmindsgreathearts